How To Guides & FAQs
Information about common features
40 articles
How to change billing email
How to switch to ACH from credit card
Strategy Overview as a Client Portal
Getting to know the App
How to use application, how to setup main features (add company, enable locations etc.)
Clean cache
Add companies
Add a company from integrated system
Health score logic
Enable Sites/Client Locations
Report types
How Stack module works
Add Widgets / Overview page
Setup Custom Email
Setup Custom Domain
Module builder
Strategy Overview Security Overview & Assessment
Reports, templates
Collection provides instructions how to add reports / templates, setup report's parts and manage reports data
Roadmap part
Enable Recurring Costs on Roadmap and Budget
"Clear Item" Option in Assessment
Create embed part
Hidden Grades and Groups
Recurring items in Assessment
Delete parts from draft report
How to make changes in Completed report
Report parts settings
Add page numbers to PDF report
What "Presentation / Display settings" mean
Change print settings for report
Meet new Cover Page Report Part
How to create multiple reports in one action
Setup columns for Contacts part
Merge Office with Contacts
How to Use "Append from template / Reset from template" Feature on Strategy Report Text PartsThe feature allows you to refresh and standardize your Strategy report text parts by pulling content from your template structure.
How to Set Up Related Items in Assessment PartFeature allows you to connect assessment items with Flexible Item groups, providing additional context and data to support your assessments.
Change vCIO label
Copy items and groups in Assessment
Apply part settings to all drafts
Flexible Roadmap and Flexible BudgetThis guide walks your team through the new Flexible Roadmap and Budget capabilities: what they are, why they matter, and how to get value on day one
Users
How to invite users and manage permissions
Assign vCIO/ primary user for company
User roles and Group permissions
Add users and resent invitation